Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nestor? Claim Your ProfileNestor Montoya is a financial advisor with Cambridge Investment Research Advisors, Inc. Nestor has been in the financial services industry since 1998 and has a broad range of experience in providing financial advice to individuals, families, and businesses. Nestor holds the Series 6, 7, 24, 63, and 66 securities licenses and is also a Certified Financial Planner and a Chartered Financial Consultant. Nestor has an extensive background in providing financial planning services, investment management, and retirement planning. Nestor currently works from the Cambridge Investment Research Advisors, Inc. office located in Tempe, Arizona.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AZ
11/20/2018 - Present
Cambridge Investment Research Advisors, Inc. (Tempe AZ)
AZ
10/14/1998 - 10/16/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (TEMPE AZ)
BOTH
Issued 12/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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